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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

1,264 hedge funds and large institutions have $29.1B invested in iShares Core S&P Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 494 increasing their positions, 420 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
+93
Holders Change %
+7.94%
% of All Funds
28.21%
Holding in Top 10
250
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+9.17%
% of All Funds
5.58%
New
200
Increased
494
Reduced
420
Closed
95
Calls
$22.5M
Puts
$11.1M
Net Calls
+$11.4M
Net Calls Change
-$27.6M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$696M
2
FCAS
First Command Advisory Services
Texas
+$128M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$115M
4
HT
Hefren-Tillotson
Pennsylvania
+$109M
5
Creative Planning
Creative Planning
Kansas
+$90.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04B
2
CWM
Cornerstone Wealth Management
Missouri
-$909M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$189M
4
HNB
Huntington National Bank
Ohio
-$149M
5
USAA
United Services Automobile Association
Texas
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
876
Avantax Planning Partners
Iowa
$557K +$40.2K +1,210 +8%
DSA
877
Droms Strauss Advisors
Missouri
$557K +$557K +16,720 New
SWM
878
Stockman Wealth Management
Montana
$554K +$66.5K +2,000 +14%
BFPW
879
BOK Financial Private Wealth
Colorado
$554K +$253K +7,605 +84%
9WM
880
9258 Wealth Management
Ohio
$554K +$554K +16,695 New
DP
881
Dearborn Partners
Illinois
$553K +$386K +11,630 +231%
CBT
882
Capital Bank & Trust
California
$550K – – –
FC
883
Financial Consulate
Maryland
$549K -$498 -15 -0.1%
HR
884
Hayden Royal
North Carolina
$547K +$547K +16,475 New
SG
885
StoneX Group
New York
$545K -$227K -6,825 -29%
BWAM
886
Boyd Watterson Asset Management
Ohio
$542K -$175K -5,275 -24%
TCM
887
Tufton Capital Management
Maryland
$542K -$2.66K -80 -0.5%
GLA
888
Great Lakes Advisors
Illinois
$536K +$72.7K +2,190 +16%
MWP
889
MYCIO Wealth Partners
Pennsylvania
$535K -$634K -19,095 -54%
FCFC
890
First Commonwealth Financial Corp
Pennsylvania
$535K -$45.7K -1,375 -8%
OFG
891
Oxford Financial Group
Indiana
$528K – – –
MAM
892
Marquette Asset Management
Minnesota
$527K -$9.14K -275 -2%
CG
893
Caprock Group
Idaho
$520K -$12.5K -375 -2%
DY
894
Dowling & Yahnke
California
$516K +$18.8K +500 +4%
CMP
895
Courage Miller Partners
Virginia
$515K +$28.2K +850 +6%
CIA
896
Choate Investment Advisors
Massachusetts
$515K +$515K +15,505 New
GWS
897
Glassman Wealth Services
Virginia
$512K – – –
ACM
898
Allred Capital Management
Texas
$512K +$512K +15,435 New
BWP
899
Baldwin Wealth Partners
Massachusetts
$508K +$508K +15,300 New
WJA
900
Williams Jones & Associates
New York
$507K -$37.8K -1,140 -7%
34 35
36
37 38